Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.
Other share classesSPG.PJ
13F holders, Q4 2024
Institutional positions in Simon Property Group Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,195
- +83 vs. Q3 2024
- Shares held
- 293.2M
- +4.18M (+1.4%) vs. Q3 2024
- Total value
- $50.4B
- +$1.72B (+3.5%) vs. Q3 2024
- New holders
- 173
- 425 more added
- Sold out
- 90
- 414 more reduced
24 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $32.7B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Allan, LLC | 2,063 | $355.3K | 0.22% | +135+7.0% | Added |
| Simon Quick Advisors, LLC | 2,088 | $359.6K | 0.02% | +570+37.5% | Added |
| Eqis Capital Management, Inc. | 2,096 | $361.0K | 0.03% | −190−8.3% | Reduced |
| Catalina Capital Group, LLC | 2,104 | $362.4K | 0.12% | +118+5.9% | Added |
| Stratos Wealth Advisors, LLC | 2,108 | $363.1K | 0.02% | −443−17.4% | Reduced |
| Rehmann Capital Advisory Group | 2,109 | $363.3K | 0.02% | −56−2.6% | Reduced |
| Kathmere Capital Management, LLC | 2,110 | $363.4K | 0.03% | +48+2.3% | Added |
| Kaizen Financial Strategies | 2,121 | $365.2K | 0.21% | +24+1.1% | Added |
| Mesirow Financial Investment Management, Inc. | 2,123 | $365.6K | 0.01% | −20−0.9% | Reduced |
| Regions Financial Corp | 2,140 | $368.5K | 0.00% | +360+20.2% | Added |
| Novare Capital Management LLC | 2,150 | $370.3K | 0.03% | −50−2.3% | Reduced |
| Skopos Labs, Inc. | 2,163 | $372.5K | 0.11% | +8+0.4% | Added |
| CWA Asset Management Group, LLC | 2,171 | $373.8K | 0.02% | −6,721−75.6% | Reduced |
| Geller Advisors LLC | 2,181 | $375.6K | 0.02% | −27−1.2% | Reduced |
| Conning Inc. | 2,189 | $377.0K | 0.01% | −126−5.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,192 | $377.5K | 0.11% | +11+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 2,195 | $378.0K | 0.05% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,196 | $378.2K | 0.10% | +2,196 | New |
| Bard Financial Services, Inc. | 2,210 | $380.6K | 0.05% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,217 | $381.8K | 0.01% | +108+5.1% | Added |
| Abn Amro Investment Solutions | 2,227 | $383.5K | 0.01% | −2,134−48.9% | Reduced |
| Resonant Capital Advisors, LLC | 2,236 | $385.1K | 0.03% | +93+4.3% | Added |
| Fidelis Capital Partners, LLC | 2,226 | $386.0K | 0.04% | +35+1.6% | Added |
| Fulcrum Capital LLC | 2,246 | $386.8K | 0.08% | +2,246 | New |
| Burney Co | 2,251 | $387.6K | 0.01% | +674+42.7% | Added |
| LRI Investments, LLC | 2,252 | $387.8K | 0.04% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,261 | $389.4K | 0.07% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,267 | $390.4K | 0.00% | −11,030−83.0% | Reduced |
| Embree Financial Group | 2,299 | $395.9K | 0.07% | −216−8.6% | Reduced |
| LS Investment Advisors, LLC | 2,316 | $398.8K | 0.06% | +535+30.0% | Added |
| V-Square Quantitative Management LLC | 2,319 | $399.4K | 0.06% | +210+10.0% | Added |
| Manchester Capital Management LLC | 2,323 | $400.0K | 0.05% | +4+0.2% | Added |
| Titleist Asset Management, LLC | 2,336 | $402.3K | 0.05% | +4+0.2% | Added |
| Lindbrook Capital, LLC | 2,344 | $403.7K | 0.04% | +16+0.7% | Added |
| Journey Strategic Wealth LLC | 2,346 | $404.0K | 0.02% | +8+0.3% | Added |
| Ibex Wealth Advisors | 2,346 | $404.0K | 0.05% | +2,346 | New |
| Congress Wealth Management LLC | 2,362 | $407.0K | 0.01% | −814−25.6% | Reduced |
| Resurgent Financial Advisors LLC | 2,377 | $409.3K | 0.24% | +2,377 | New |
| Umb Bank N A | 2,391 | $411.8K | 0.01% | +66+2.8% | Added |
| Meridian Wealth Management, LLC | 2,422 | $412.7K | 0.02% | +163+7.2% | Added |
| Silverleafe Capital Partners, LLC | 2,400 | $413.3K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,408 | $414.7K | 0.00% | +793+49.1% | Added |
| O'Rourke & Company, Inc | 2,408 | $414.7K | 0.20% | −299−11.0% | Reduced |
| Merit Financial Group, LLC | 2,416 | $416.1K | 0.01% | +2,416 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,420 | $416.7K | 0.23% | −53−2.1% | Reduced |
| Davenport & Co LLC | 2,430 | $418.5K | 0.00% | +425+21.2% | Added |
| Sargent Investment Group, LLC | 2,430 | $419.9K | 0.07% | +2,430 | New |
| Huntleigh Advisors, Inc. | 2,463 | $424.2K | 0.09% | +2,463 | New |
| Insigneo Advisory Services, LLC | 2,494 | $429.5K | 0.04% | −99−3.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,500 | $430.5K | 0.03% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 2,500 | $430.5K | 0.14% | 00.0% | Unchanged |
| Welch Group, LLC | 2,520 | $430.5K | 0.02% | +5+0.2% | Added |
| New England Research & Management, Inc. | 2,505 | $431.0K | 0.22% | −75−2.9% | Reduced |
| Sagespring Wealth Partners, LLC | 2,504 | $431.3K | 0.01% | +2,504 | New |
| Personal Cfo Solutions, LLC | 2,516 | $433.3K | 0.09% | −6,140−70.9% | Reduced |
| Opinicus Capital, Inc. | 2,521 | $434.2K | 0.37% | −177−6.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,530 | $435.6K | 0.07% | +45+1.8% | Added |
| Octavia Wealth Advisors, LLC | 2,532 | $436.1K | 0.05% | −41−1.6% | Reduced |
| Asset Planning,Inc | 2,535 | $436.6K | 0.33% | +2,535 | New |
| Farther Finance Advisors, LLC | 2,536 | $436.8K | 0.02% | −245−8.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,550 | $439.2K | 0.01% | +1,156+82.9% | Added |
| JDM Financial Group LLC | 2,555 | $440.0K | 0.23% | −111−4.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,619 | $451.0K | 0.04% | +438+20.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,628 | $452.6K | 0.14% | +300+12.9% | Added |
| Bokf, NA | 2,648 | $452.7K | 0.01% | −1,397−34.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,642 | $454.9K | 0.15% | +40+1.5% | Added |
| Schnieders Capital Management LLC | 2,656 | $457.4K | 0.09% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,677 | $461.0K | 0.03% | +395+17.3% | Added |
| Rossmore Private Capital | 2,700 | $465.0K | 0.06% | −500−15.6% | Reduced |
| Phocas Financial Corp. | 2,706 | $466.3K | 0.06% | +2,706 | New |
| Washington Trust Bank | 2,709 | $466.5K | 0.04% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,710 | $466.7K | 0.23% | −2,710−50.0% | Reduced |
| Nilsine Partners, LLC | 2,712 | $467.0K | 0.05% | +242+9.8% | Added |
| Stratos Wealth Partners, LTD. | 2,723 | $469.1K | 0.01% | +212+8.4% | Added |
| Strategic Advocates LLC | 2,744 | $472.6K | 0.16% | −483−15.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,749 | $473.4K | 0.21% | +2,749 | New |
| Strategic Financial Concepts, LLC | 2,768 | $476.7K | 0.09% | +17+0.6% | Added |
| International Assets Investment Management, LLC | 2,752 | $477.5K | 0.04% | −889,333−99.7% | Reduced |
| Lantern Wealth Advisors, LLC | 2,775 | $477.9K | 0.31% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,779 | $478.6K | 0.21% | −200−6.7% | Reduced |
| Smartleaf Asset Management LLC | 2,801 | $478.6K | 0.05% | +759+37.2% | Added |
| Mutual Advisors, LLC | 2,784 | $480.8K | 0.01% | −10−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,799 | $482.1K | 0.02% | +224+8.7% | Added |
| Magnolia Capital Advisors LLC | 2,801 | $482.4K | 0.12% | +948+51.2% | Added |
| Bradley Foster & Sargent Inc | 2,803 | $482.7K | 0.01% | +165+6.3% | Added |
| Mogy Joel R Investment Counsel Inc | 2,825 | $486.5K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,856 | $492.0K | 0.04% | −476−14.3% | Reduced |
| Avestar Capital, LLC | 2,895 | $498.5K | 0.05% | +247+9.3% | Added |
| Lederer & Associates Investment Counsel | 2,899 | $499.0K | 0.35% | −108−3.6% | Reduced |
| Washington Trust Co | 2,899 | $499.2K | 0.02% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,910 | $501.1K | 0.08% | +2,910 | New |
| Market Street Wealth Management Advisors LLC | 2,925 | $503.7K | 0.08% | +77+2.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,954 | $508.6K | 0.03% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,962 | $510.1K | 0.20% | +80+2.8% | Added |
| First National Bank Sioux Falls | 2,965 | $510.6K | 0.22% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,968 | $511.2K | 0.02% | −262−8.1% | Reduced |
| Private Trust Co NA | 2,978 | $512.8K | 0.05% | +874+41.5% | Added |
| Ostrum Asset Management | 2,987 | $514.4K | 0.04% | −124−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,990 | $514.8K | 0.01% | +69+2.4% | Added |
| Jackson Square Capital, LLC | 2,992 | $515.3K | 0.12% | +40+1.4% | Added |